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Chapter 9
Setting up and running a Remote Session
Now that you’ve created a Remote Scanning Account you need to sync your ZYTO software. The program will
automatically sync when you launch it. Or, you can sync manually.
Once the software has been synched, the Remote Lobby button will appear under Clients in the Main Menu.
Setting a remote session appointment
Before conducting a remote EVOX session you must first set a remote session appointment with your client. This
is important not only to communicate appointment information with your client, but also because the automatically generated email includes the link for them to setup up their own account which allows them access to your
remote clinic.
To set a remote session appointment:
1.
2.
3.
4.
In the EVOX Main Menu, click Clients > My Clients.
On the My Clients page, enter the client name in the search field.
In the search results, click anywhere on the desired client’s line to open a client tab for that client.
On the client tab, click Send Remote Invitation in the lower right corner of the screen.
WARNING: You will get an error message if your client’s profile does not include an email, or the email address is invalid. To add an email, click
Edit Info on the client tab.
5. Type any information you wish to include in your invitation, such as the date and time. Click Invite.
This invitation is sent from ‘[email protected]’ and may be filtered by your Client’s email service as junk
mail. If your client says they did not receive the email, remind them to check their Junk Email folder.
The invitation sent to your client includes the link ‘CLICK HERE TO REGISTER’. They must click the link to access
ZYTO.com and set up their own account. This account will automatically be linked to your Remote Clinic provided they use the ‘CLICK HERE TO REGISTER’ link in the invitation email.
For a first time remote client, it’s a good idea to send your client an invitation at least one or two business days
prior to your appointment. Instruct them to set up their ZYTO account at the time they receive the invitation and
to proceed through the initial connection which may require installation of the ZYTO Touch software. Once they
view the message ‘Waiting for Clinician’ they can exit their ZYTO account.
Setting up their account a few days before gives your clients time to contact ZYTO if they run into any technical
difficulties.
Launching your Remote Clinic
On the day of the remote session appointment, your client must log into their account at ZYTO.com and once
there access your Remote Clinic.
From within the EVOX software you must also access and launch your Remote Clinic.
To launch your Remote Clinic:
1.Click Clients < Remote Lobby.
2. On the Remote Lobby page, click Connect.
3. You will see the name of any clients that have accessed your remote clinic online. Click Start to begin a
remote session.
When you click start, the session begins and you will be charged seven and a half cents per minute.
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